CIK: 0001834011
申告総資産額
$8.0億
| # | ティッカー | 発行体 | 資産子分類 | 比率 | 比率変動 | 持株数変化 | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IUSG | Ishares Core S&p U.s. Growth | ETF-その他 | 12.51% | -0.23% | +0.16% | |
| 2 | SDY | Ss Spdr S&p Dividend ETF | ETF-その他 | 10.23% | -0.15% | +0.78% | |
| 3 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 7.08% | -0.07% | -6.04% | |
| 4 | VB | Vanguard Small-cap ETF | ETF-その他 | 6.53% | -0.09% | +1.20% | |
| 5 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-その他 | 5.42% | +0.18% | +14.90% | |
| 6 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 3.40% | -0.04% | +11.16% | |
| 7 | IGIB | Ishares 5-10y Inv Grade CORP | ETF-投資適格社債 | 3.32% | — | +1.55% | |
| 8 | BSJQ | Invesco Bulletshares 2026 Hy | ETF-その他 | 3.25% | -0.18% | +1.78% | |
| 9 | EMXC | Ishares Msci Emr Mrk Ex Chna | ETF-その他 | 3.18% | -0.45% | +329.35% | |
| 10 | IVW | Ishares S&p 500 Growth ETF | ETF-大型株・グロース | 3.06% | +0.06% | +0.40% | |
| 11 | BSCR | Invesco Bulletshares 2027 Cb | ETF-その他 | 3.01% | — | +2.53% | |
| 12 | BINC | Ishares Flex I A Etf-usd INC | ETF-その他 | 2.94% | -0.10% | +664.33% | |
| 13 | BSCS | Invesco Bulletshares 2028 Cb | ETF-その他 | 2.87% | — | +3.82% | |
| 14 | QUAL | Ishares Msci USA Quality Fac | ETF-その他 | 2.65% | — | +4.42% | |
| 15 | DYNF | Ishrs US E F R A Etf-usd INC | ETF-その他 | 2.48% | -0.45% | +4.16% | |
| 16 | BSJT | Invesco Bulletshares 2029 Hy | ETF-その他 | 2.02% | — | +26.19% | |
| 17 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-大型株・グロース | 1.99% | -0.05% | +1.23% | |
| 18 | SHYG | Ishares 0-5 Yr Hy CORP Bond | ETF-投資適格社債 | 1.94% | +0.01% | +41.31% | |
| 19 | BSV | Vanguard Short-term Bond ETF | ETF-その他 | 1.85% | -0.02% | +2.04% | |
| 20 | IUSV | Ishares Core S&p U.s. Value | ETF-その他 | 1.51% | — | +4.25% | |
| 21 | USRT | Ishares Core US Reit ETF | ETF-その他 | 1.45% | — | -1.01% | |
| 22 | AOA | Ishares Core 80/20 Aggressiv | ETF-その他 | 1.40% | -0.02% | +11.12% | |
| 23 | SPLB | Ss Spdr P Long Term C ETF | ETF-その他 | 1.26% | — | +1.11% | |
| 24 | BSJP | Invesco Bulletshares 2025 Hy | ETF-その他 | 1.23% | — | -18.80% | |
| 25 | BND | Vanguard Total Bond Market | ETF-その他 | 1.19% | — | +1.32% | |
| 26 | EFG | Ishares Msci Eafe Growth ETF | ETF-その他 | 1.10% | +1.12% | NEW | |
| 27 | MBB | Ishares Mbs ETF | ETF-その他 | 1.08% | +0.04% | +3.91% | |
| 28 | IYW | Ishares Ustechnology ETF | ETF-テック型 | 1.03% | — | -8.03% | |
| 29 | EFV | Ishares Msci Eafe Value ETF | ETF-その他 | 1.00% | -0.04% | +19.22% | |
| 30 | HELO | Jpmorgan Hedged Equity ETF | ETF-その他 | 0.98% | -0.15% | +52.40% | |
| 31 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.94% | -0.02% | +0.92% | |
| 32 | VO | Vanguard Mid-cap ETF | ETF-その他 | 0.83% | -0.02% | +3.44% | |
| 33 | ITOT | Ishares Core S&p Total U.s. | ETF-その他 | 0.77% | — | +2.46% | |
| 34 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.55% | -0.04% | +2.32% | |
| 35 | AAPL | Apple INC | 株式-IT | 0.50% | -0.03% | +2.19% | |
| 36 | TLT | Ishares 20+ Year Treasury Bd | ETF-政府公債 | 0.47% | — | -23.65% | |
| 37 | IFRA | Ishares US Infrastructure | ETF-その他 | 0.31% | — | +3.00% | |
| 38 | AOR | Ishares Core 60/40 Balanced | ETF-その他 | 0.28% | — | -2.70% | |
| 39 | XSOE | Wisdmtree Emerg Mkt Ex-st Ow | ETF-その他 | 0.25% | — | -86.87% | |
| 40 | BSJR | Invesco Bulletshares 2027 Hy | ETF-その他 | 0.25% | — | +18.40% | |
| 41 | TIP | Ishares Tips Bond ETF | ETF-その他 | 0.23% | -0.04% | EXIT | |
| 42 | BUFD | Ft Vst Lad Deep Buf Etf-usdi | ETF-その他 | 0.22% | +0.10% | +39.37% | |
| 43 | NUBD | Nuveen Esg US Aggregate Bond | ETF-その他 | 0.16% | — | +1.45% | |
| 44 | WFC | Wells Fargo & Co | 株式-金融 | 0.15% | — | -2.34% | |
| 45 | CWB | Ss Spdr Bb Conv Sec ETF | ETF-その他 | 0.15% | — | +2.42% | |
| 46 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 0.15% | — | +0.40% | |
| 47 | AOM | Ishares Core 40/60 Moderate | ETF-その他 | 0.13% | — | +3.95% | |
| 48 | RLY | Ss Multi-asset Real Ret ETF | ETF-その他 | 0.13% | — | -9.13% | |
| 49 | BSCO | Invesco Bulletshares 2024 Cb | ETF-その他 | 0.11% | — | -47.88% | |
| 50 | PRF | Invesco Rafi US 1000 ETF | ETF-その他 | 0.11% | — | — |